Values First Advisors’s Mid-America Apartment Communities MAA Stock Holding History

Values First Advisors’s Portfolio MAA Stock Details MAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.42M	Sell	20,581 -276	-1%	-$35.9K	1.14%	20
2026 Q2	$2.9M	Buy	20,857 +5,385	+35%	+$703K	1.32%	13
2026 Q1	$1.89M	Buy	15,472 +82	+0.5%	+$10.8K	0.98%	33
2025 Q4	$2.14M	Buy	15,390 +93	+0.6%	+$12.4K	1.11%	22
2025 Q3	$2.14M	Buy	15,297 +71	+0.5%	+$10.3K	1.14%	22
2025 Q2	$2.25M	Sell	15,226 -3,210	-17%	-$501K	1.23%	15
2025 Q1	$3.09M	Buy	18,436 +209	+1%	+$33.1K	1.8%	9
2024 Q4	$2.82M	Sell	18,227 -376	-2%	-$58.7K	1.55%	10
2024 Q3	$2.96M	Sell	18,603 -17	-0.1%	-$2.59K	1.6%	10
2024 Q2	$2.66M	Buy	18,620 +1,769	+10%	+$236K	1.59%	13
2024 Q1	$2.22M	Buy	16,851 +220	+1%	+$28.6K	1.3%	19
2023 Q4	$2.24M	Buy	16,631 +517	+3%	+$65.7K	1.35%	17
2023 Q3	$2.07M	Sell	16,114 -22	-0.1%	-$3.18K	1.34%	11
2023 Q2	$2.45M	Buy	16,136 +3,280	+26%	+$493K	1.48%	11
2023 Q1	$1.94M	Buy	12,856 +307	+2%	+$48.7K	1.24%	18
2022 Q4	$1.97M	Buy	12,549 +216	+2%	+$33.6K	1.37%	13
2022 Q3	$1.91M	Buy	12,333 +380	+3%	+$65.4K	1.37%	16
2022 Q2	$2.09M	Sell	11,953 -132	-1%	-$24.5K	1.48%	13
2022 Q1	$2.53M	Sell	12,085 -94	-0.8%	-$19.7K	1.6%	12
2021 Q4	$2.8M	Sell	12,179 -1,623	-12%	-$336K	1.66%	7
2021 Q3	$2.58M	Buy	13,802 +323	+2%	+$60.6K	1.67%	9
2021 Q2	$2.27M	Buy	13,479 +1,957	+17%	+$312K	1.54%	14
2021 Q1	$1.66M	Buy	11,522 +248	+2%	+$33.7K	1.23%	29
2020 Q4	$1.43M	Sell	11,274 -38	-0.3%	-$4.69K	1.14%	30
2020 Q3	$1.31M	Buy	11,312 +938	+9%	+$108K	1.21%	28
2020 Q2	$1.19M	Sell	10,374 -5,906	-36%	-$665K	1.18%	30
2020 Q1	$1.68M	Sell	16,280 -226	-1%	-$29.4K	2.01%	5
2019 Q4	$2.18M	Buy	+16,506	New	+$2.21M	2.1%	5

Other funds holding MAA

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Values First Advisors's MAA Position: Q3 2026 in Review

Values First Advisors reduced its Mid-America Apartment Communities (MAA) stake by 1.3% in Q3 2026, selling an estimated $35.9K and leaving 20,581 shares worth $2.42M. The position accounts for 1.14% of the portfolio, ranked #20.

Values First Advisors first reported a position in MAA in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.09M in Q1 2025. 190 funds tracked by Wall St. Rank hold MAA as of Q3 2026.

Values First Advisors held 20,581 shares of Mid-America Apartment Communities worth $2.42M as of Q3 2026.
Values First Advisors sold 276 Mid-America Apartment Communities shares in Q3 2026, an estimated $35.9K.
Mid-America Apartment Communities made up 1.14% of Values First Advisors's portfolio in Q3 2026, its #20 holding.
Values First Advisors first reported a position in Mid-America Apartment Communities in Q4 2019 and has held it in 28 quarters since.
Values First Advisors's Mid-America Apartment Communities position peaked at $3.09M in Q1 2025.
190 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.